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Crestwood Advisors Group’s Broadstone Net Lease BNL Stock Holding History

Crestwood Advisors Group’s Portfolio BNL Stock Details BNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,036
Closed -$184K – 272
2021
Q1 		$184K Buy
+10,036
New +$185K 0.01% 254

Other funds holding BNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LWP
Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestwood Advisors Group's BNL Position: Q2 2021 in Review

Crestwood Advisors Group sold out of Broadstone Net Lease (BNL) in Q2 2021, closing a stake of 10,036 shares — an estimated $184K sold.

Crestwood Advisors Group first reported a position in BNL in Q1 2021 and held it in 1 quarter. The position peaked at $184K in Q1 2021. 203 funds tracked by Wall St. Rank hold BNL as of Q2 2021.

  • Crestwood Advisors Group reported no remaining Broadstone Net Lease position as of Q2 2021 after selling out during the quarter.
  • Crestwood Advisors Group sold 10,036 Broadstone Net Lease shares in Q2 2021, an estimated $184K.
  • Crestwood Advisors Group first reported a position in Broadstone Net Lease in Q1 2021 and held it in 1 quarter.
  • Crestwood Advisors Group's Broadstone Net Lease position peaked at $184K in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Broadstone Net Lease as of Q2 2021.

Based on Crestwood Advisors Group's 13F filing for Q2 2021, filed 13 Aug 2021.